Creating a Partner Programs Eligibility List Manually

To create an eligibility list manually, you enter information about each partner program to generate a picklist. Note that this method might not be practical for a long list of partner programs. If you have a lot of partner programs, see Creating a Partner Programs Eligibility List Using Oracle Business Intelligence Data Load

Use the following procedure to create an eligibility list manually.

To create an eligibility list manually (brand owner)

1. Navigate to the Partner Programs screen, then the Membership Administration view and drill down on the program for which you want to create an eligibility list.

2. In the Eligibility Administration view, navigate to a detail view by clicking one of the following links for the type of list you are creating:

   • Program Eligible. This list defines who can apply for a program. It determines whether a partner meets the criteria to apply for the partner program. On the PRM Portal, partners sees the Apply button only on programs for which they are eligible.

     Note: Clicking on the Available to All check box overrides this list. Make sure that Available to All is not selected if you want to use an Eligible Partners list.

   • Renewal Eligible. This list determines which partners can renew their membership to a partner program. Renewal eligibility determines whether the Renew button is active on the PRM Portal.

   • Approval Eligible. This list determines which partners are automatically approved for a program. The approval eligibility is associated to the approval method you chose on the Program Design view.

3. Add a record and select the partners you want.

4. Optionally, you can click Add List to import a list of partners that must be defined in a list in the List Management screen, Partner List view.